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Tyler Financial

“Tyler Financialwas founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide the most comprehensive and personal service available, to earn a reputation for excellence in our industry. For each of o...”

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Financial Celebrations

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Allegiance Financial

Referrals

“Allegiance Financial is a full-service, family-owned company specializing in retirement and estate planning as well as planning for other personal objectives such as wealth preservation & risk management, investment portfolios and funding college.”

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MDG Legacy Advisors

Comprehensive Planning, Overview, Retirement Strategies

“At MDG Legacy Advisors, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. To us, you're not just a number or one portfolio of many. You're our priority, and we ha...”

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Cavanagh Ringelman Cpas

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Crider Law Group

(40)

Stress
Healthcare
Team

“Their communication was fast and efficient and they helped guide us through the process of altering our old trust into a more current and relevant trust.”

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Impact Financial Advisors

(11)

Expertise
Retirement
Life Insurance

“My wife and I have known we need some help/ guidance with our retirement plan full finical stability as well as create a working path for generation wealth.”

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Solano Wealth Management

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Emerge Financial Group

Compliance and Regulatory, Tax and Business, Business Advisory Services

“Emerge Financial Group's holistic financial economies process often exceeds the results of traditional needs based plans. To identify the most effective Financial Services and reporting strategies for you, our team will listen to your goals, and then...”

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Likes Accounting Company

(16)

Knowledge
Small Business
Team

“Book she offers so much more then bookkeeping especially as a small business she has help us achieve financial freedom but continues to help our small business grow and to make sure we achieve profitability!”

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Correia Financial Services

(3)

“I'd be hard pressed to find another accountant as good as Phil, even at the big Boys who take up whole floors in skyscrapers, and I've had them before never to return.”

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Young Wealth Management

(1)

“The advice given by Kevin was solid and sound, leading to the faster reduction of debt than had been previously expected.”

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Garrity Bookkeeping

(3)

“Amazing service and a wealth of knowledge and expertise!”

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Bayhill Advisors

(1)

“Michael Tumer is very good investment adviser and nice person.”

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Securities America

Investment Management, Estate Planning, Retirement & Financial Planning

“Founded over 30 years ago by Sacramentans, Scott Hanson and Pat McClain, Allworth is not only entirely comprised of professionals who mirror our devotion to client satisfaction, financial well-being, and personalized service, but Allworth recently ha...”

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Archer Pointe Wealth Management

“As financial planners and investment advisors, we believe in the following fundamental principles with regard to designing an investment portfolio and making specific recommendations. We believe the purpose of a client's investment portfolio is to fu...”

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Epsilon Financial Group

“You've made the decision. Maybe you're finished working. Maybe you're not finished, even though you would like to be. Maybe you're looking for something else to do, that doesn't look or feel like a “career”. Maybe you've found an opportunity to serve...”

Featured

401(K) Vs. IRA: The Pros And Cons Of Both Depending on where you work or if you are self-employed or a business owner, there are many ways to save for retirement, and each savings vehicle has its own considerations. Two of the most popular retirement investment accounts are an individual retirement account (IRA) and an employer-sponsored retirement plan (ESRP), such as a 401(k). But between an IRA and an ESRP, which one is best for you? That answer will depend on your unique needs, such as whether or not your company offers an employer match, how much you plan to contribute, and when you are planning to retire. To simplify the information and help you make the best choice for your particular situation, we’ve narrowed it down to three key differences between these two accounts.

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Benning Financial Group

Financial Planning

“Randy Benning is a Certified Financial Planner (CFP®) at Benning Financial Group, LLC, located in Fairfield, California. His firm focuses on investment management, financial, retirement, and estate planning. Randy has been a Financial Planner in the ...”

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Jumbo CD Investments

“Jumbo CD Investments has been serving our clients for over 25-years! We currently serve over 1,000 clients nationwide and oversee about $1.4 billion. We are located in the beautiful Sacramento area in a small town called Dixon.”

FAQs

Is Jumbo CD Investments a bank?

No, we are not a bank. Some consider us CD (Certificate of Deposit) brokers. However, in reality we provide rate research and roadmaps for the placement process for CD investing. We call banks and credit unions across the country looking for the best and highest CD rates. We only work with federally insured banks (FDIC) and credit unions (NCUA). We provide you the information you need to open the CD at those institutions. You send them the funds and they send you a confirmation and the interest payments.

What is the difference between an APR and APY?

The APR is the Annual Percentage Rate or simple interest rate. It assumes the interest will be paid out on a monthly basis. The APY is the Annual Percentage Yield or compounded yield. It assumes the interest is invested back into the CD and then also earns interest. Not all banks will allow the interest to compound. Banks that do, will either compound daily, monthly, quarterly, or semi-annually.

How do I send the funds?

The best way to send your funds is by secure Fed wire. The funds will be credited to your account the same day you wire and you will begin to earn interest. Some banks will accept checks if you prefer, but you will lose a day of interest for every day the check is in the mail. Furthermore, unless the rate is guaranteed until receipt, the interest rate could decrease.

What happens if you cash out a CD before maturity?

A Certificate of Deposit can be redeemed early, but the penalty may be substantial. The early withdrawal penalty (EWP) is determined by the institution accepting the deposit. Usually, the penalty will be in days. We provide a CD Early Withdrawal Penalty Calculator that shows the effective net rate of after early withdrawal.

How are CD's taxed?

The interest you earn from CDs is considered taxable income by the IRS. The institution that holds your CD will send you a Form 1099-INT listing the interest income from the CD. This is true for banks and credit unions.

We do have more answers on the FAQ page on our website.

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Celaya Law

(50)

Business Succession Planning, Living Trust, Estate Planning

“Celaya is a great firm for planning your living trust, setting up your will and making sure you have thought of everything (and everyone) you need to, in advance of inevitable life changes.”

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File & Trust Tax Service

(50)

Financial
LLC
Happy

“I came in for a consultation regarding how to expand the foundation of my business, and the information and direction I was given were more than useful.”

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JD Tax and Accounting Services

(43)

Business Services, Quickbooks Services, Services For Individuals

“She's extremely quick to respond and had my request taken care of within a few days, clearly laying out the plan of action and communicating through all steps.”

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Blanco

(46)

Return
Chocolates
Questions

“She did my taxes so super fast and efficient that I would like to thank her with 5 stars for you thank you for helping me when nobody else would on tax day I'll be seeing her again.”

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Homestead Real Estate

(30)

Dream
Email
Team

“Some of the resources The Pujals Team bring to their clients include: Highly trusted mortgage financing partner (Benchmark Mortgage), superior and fairly prized trades such as...”

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Average Cost	$3491
Minimum cost	$1164
Maximum cost	$9890
Avg Per Hour Rates	$350

Best Financial Advisors in Vacaville, CA

The highest-rated Financial Planning & Wealth Management companies out of 110 vetted & reviewed in the Vacaville area.

Tyler Financial

Financial Celebrations

Allegiance Financial

MDG Legacy Advisors

Cavanagh Ringelman Cpas

Crider Law Group

Impact Financial Advisors

Solano Wealth Management

Emerge Financial Group

Likes Accounting Company

Correia Financial Services

Young Wealth Management

Garrity Bookkeeping

Bayhill Advisors

Securities America

Archer Pointe Wealth Management

Epsilon Financial Group

Benning Financial Group

Jumbo CD Investments

Celaya Law

File & Trust Tax Service

JD Tax and Accounting Services

Blanco

Homestead Real Estate

Retirement Planning and Investment Management Services in Vacaville, CA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Vacaville

Popular in Vacaville